How to pause, rename, or duplicate an email automation workflow

Automation & No-Code

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Goal: Provide a clear, repeatable method to pause, rename, or duplicate an email automation workflow.
Approach: Outline the exact steps, checks, and naming conventions to prevent unintended changes.

Who is this for?

- New users learning automation basics
- Teams needing quick workflow management without code
- Operators responsible for workflow governance
- Project managers coordinating automation improvements

Before you start

- Access to automation editor
- Sufficient permissions to pause, rename, and duplicate workflows
- A safe testing environment or sandbox

General Process (How it works)

Identify target workflow Locate the automation workflow in the editor and review its status and dependencies.
Pause the workflow Set status to paused and verify that active sends aren’t triggered.
Rename the workflow Update the display name while preserving configuration.
Duplicate the workflow Create a clone and review IDs and triggers to avoid conflicts.
Test changes Run a test or sandbox to verify behavior before going live.
Document changes Record new name and status in your governance docs.
Monitor after changes Observe for errors or unexpected triggers after deployment.

Jump to tool:

Attio

🏆 Recommended for this task

🏆 Recommended

Attio

Best for: GTM teams (go-to-market), sales operations, revenue teams.

Free Plan Available$36 per user / month

How to in Attio

Open Attio Dashboard: In the left navigation, click Workflows to open the workflow list.
Search and Select the Target Email Automation: Use the search bar to locate the workflow by name and click it to open.
Pause the Workflow: In the workflow detail view, toggle the Active switch to Off or click Pause; confirm if prompted.
Rename the Workflow: In the header, click the workflow name to edit; type the new name and press Enter or Save.
Duplicate the Workflow: Open the workflow, click the Actions menu, select Duplicate; choose to copy triggers and actions; enter a new name.
Configure the Duplicate: Open the duplicated workflow; verify that triggers and steps mirror the original; adjust as needed without affecting the original.
Re-activate the Original or New Workflow: Decide whether to reactivate the original or enable the duplicate; toggle Active to On accordingly.
Test the Workflows: Trigger a test run for both the original and duplicate to verify behavior.
Review Ownership: In the workflow settings, ensure the assigned owner is correct for paused/renamed/duplicated versions.
Document the Change: Add a note in your changelog or documentation describing the pause, rename, and duplication actions.
Cleanup (Optional): Archive the old version if it’s no longer in use to avoid confusion.

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Quick Comparison

Tool	Free Plan?	Min Price
Attio	Yes	$36 per user / month

Watch out in Free Plans

❌ Volume growth: Free plans may struggle with many runs; plan for upgrade.

❌ Naming collisions: Duplicating with similar names can cause confusion; manage labeling.

Which tool should you choose?

Attio

Attio's built-in workflow editor lets you pause, rename, and duplicate email automations directly in the UI. This provides fast, error-free actions without coding and keeps your pipeline naming and routing consistent across teams.